Learn More About...
You may find it helpful to review conceptual information about approval workflows, including guidelines for editing them.
Related Topics:
- Approval Workflows
Approval workflows allow you to set up an approval process for records that you enter in certain DPS applications. - Steps that Make Up Approval Workflows
Approval workflows are made up of one or more steps that define who is assigned to review and approve the record undergoing approval and, optionally, the conditions under which the step occurs. - Conditions for Approval Workflow Steps
You can add conditions to a step in an approval workflow to determine if the step will be performed or skipped and, if skipped, what will happen next. - Examples of Conditions for Approval Workflow Steps
You may find it helpful to review an example that shows how conditions work for approval workflow steps. - Example of an Assignment Hierarchy for AP Invoice Approvers
This example uses an assignment hierarchy to determine the approvers to assign to an approval step for an accounts payable invoice. - Alerts for Approval Workflows
You add alerts to approval workflow steps to notify employees that records are ready for them to approve, records have been rejected, records have been final approved, and so on. - Editing Approval Workflows
After you create and save an approval workflow in Approval Workflows Configuration, you can edit it. - Error Messages for Approval Workflows
You can configure error messages to display under certain conditions during the approval process for DPS records. - Approval Workflow Failures
Whenever an approval assignment cannot be made to an employee for an approval workflow step, an approval workflow failure email is sent to the approval workflow's approval administrator. - Expense Report Approvals and Workflows Added With Screen Designer
If you use an approval workflow for expense reports in Time & Expense and you use the Screen Designer to add workflow buttons to the General tab of the Expense Report form, you should take certain precautions to avoid interfering with other workflows. - Generating AP Vouchers When AP Invoices are Final Approved
You can configure DPS to create accounts payable vouchers for AP invoices automatically when you final approve the invoices in the AP Invoice Approvals application.
Parent Topic: Approval Workflow Settings